Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.055 | 0 | 52 |
| 1 month | -0.030 | 0 | 65 |
| 3 months | -0.079 | 0 | 51 |
| 1 year | 0.014 | 0 | 57 |
| 3 years | 0.030 | 0 | 52 |
| 5 years | 0.058 | 0 | 63 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.133 | — |
| 2023 | 0.109 | — |
| 2022 | -0.161 | — |
| 2021 | 0.122 | — |
| 2020 | 0.074 | — |
| 2019 | 0.274 | — |
| 2018 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.026 | — | — | — |
| 2024 | 0.067 | 0.020 | 0.016 | 0.025 |
| 2023 | 0.025 | 0.036 | -0.010 | 0.055 |
| 2022 | -0.066 | -0.095 | -0.032 | 0.025 |
| 2021 | 0.044 | 0.051 | -0.015 | 0.038 |
| 2020 | -0.184 | 0.159 | 0.040 | 0.091 |
| 2019 | 0.146 | 0.019 | 0.040 | 0.049 |
| 2018 | -0.105 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.014 |
| 3 years | 0.030 |
| 5 years | 0.058 |